Understanding Estate Planning Online Education Center

Background

My firm practices in many areas of estate planning. This web site was designed to save you time and money by walking you through the basics of estate planning and the associated tax issues. The site is organized by how the information is presented and then by estate planning topic.

My planning practice includes seniors, single people, domestic partners and married couples. Many of my clients have mentally challenged adult children who require Special Needs Trusts. I also do Medi-Cal planning, Real Estate Transactional Law and am a California real estate broker.